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Along the Way chronicles the stories of FORVIS’ people, leaders and alumni.
15 Episodes
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Why does UCX matter? How do we measure Net Promoter Score? What’s changed over the years when it comes to providing client service? In this episode, Partner Makayla Matheson and Chief Marketing Officer Greg Cole talk about all things UCX, including plans for helping us all raise the bar even higher.
We’ve all become accustomed to change but that doesn’t mean it’s easy to navigate. On this episode we speak with our Chief Change Officer, Jeff Outten, about the firm’s intentional approach to change methodology and how we can all champion change in our roles.
In this episode, we speak with Mike Wolfe, our Chief Risk Officer, about Leading With Integrity. We discuss the "healthy tension" between managing risk and cultivating innovation, how our individual choices shape the firm as a whole, and what Albus Dumbledore has to say about ethical choices.
Join us as we speak with Key Award winner Casey Potts to talk about Operating As ONE FORVIS, and what it was like to be surprised with winning this prestigious firmwide honor. Casey is a senior managing consultant with the our deal advisory practice focused on serving M&A clients, based in Atlanta.
This episode features an audio excerpt from the FORVIS Day celebration call for our all-virtual employees. Partners Melissa Pozniak and John Chennoor reflect on a few of the themes from the Unmatched Client Experience book that really resonate with them.
On this episode, we speak with Key Award winner Ling Zhang about what the award means to her and about Being Builders. She talks about building up others and about how she approaches building her own career. Ling is a newly elected partner and is the market industry leader for the firm's Technology and Services Practice in the metro D.C. area.
FORVIS Day offers us an opportunity to reflect on our firm’s first year and it’s the perfect time to talk about how we can Excel Always. Kimberly McKay, southwest regional managing partner, joins us to talk about striving for excellence and about the past and future of FORVIS.
Chief People Officer Katrina Thompson joins the podcast this month to talk about Being Our Best Selves, and why our work and personal lives are intertwined – for better or worse. “KT” touches on why FORVIS places such a high importance on this concept and some of the resources available from the firm to help support it.
Industry knowledge and experience are important when we "Consult with Purpose to Deliver Value." But equally as important are the trusting relationships we build with clients and one another as Jerry Henderson, co-managing partner for our advisory practice, explains in our conversation this month.
It’s vital to “Be Responsive” when delivering an Unmatched Client Experience. John Kmetz, national leader for assurance, joins the podcast this month to explain why being responsive is about so much more than timely replies and meeting deadlines.
“Listening to understand” is a key element of delivering an Unmatched Client Experience. Trey Ackerman, national leader for our tax service line, joins us to explore lessons learned and best practices for being an effective and genuine listener.
FORVIS’ mission statement includes a focus on both our people and our clients. Lori Haley, who will assume the role of Chief Talent Officer in June, shares her insights on the first portion of the mission statement and what our DNA means with respect to our people.
What’s the history and meaning behind the “un” words that describe our DNA, such as “unmatched,” “uncommon,” “unrivaled” and “unlock?” We spoke with Chief Integration Officer John Roberts, who chaired one of our two DNA task forces, to learn more.
Let’s take a peek behind the curtain of how our DNA was developed. In this episode, you’ll be given exclusive access to a panel discussion among task force members that occurred at our recent partner meeting where the FORVIS DNA was first revealed.
Welcome to Along the Way, a podcast showcasing the culture and philosophies behind The FORVIS Way. In this brief introduction, you'll learn more about how and why we will explore this important topic though the podcast.
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